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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,962 | $89,370+2.9% | $141,197-34.9% | $72,976+26.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 11.84% | 111.88%-100.0pp | 71.41%-59.6pp | 81.02%-69.2pp |
| Employer contribution / active EE | $2,349 | $3,115-24.6% | $4,736-50.4% | $2,440-3.7% |
| Participant deferral / active EE | $5,270 | $5,419-2.7% | $6,710-21.5% | $3,608+46.1% |
| Admin fee / account holder | $2,274 | $5,957-61.8% | $10,265-77.8% | $5,124-55.6% |